OneStream

OneStream is an enterprise finance management platform that specializes in unifying financial and operational data. The platform is designed to enhance the strategic impact of the CFO by leveraging advanced AI capabilities. OneStream's comprehensive suite of solutions addresses various financial planning and analysis needs, facilitating processes such as financial close, consolidation, integrated business planning, and ESG reporting.

The platform's robust features cater to a wide array of industries, including financial services, government, healthcare, higher education, and manufacturing. By focusing on financial and operational data unification, OneStream assists organizations in streamlining their financial processes, thereby enabling more strategic decision-making.

OneStream's key features are centered around its AI capabilities, including AI-powered planning and forecasting, account reconciliations, and AI studio applications. These tools are designed to predict and manage financial unpredictability, providing organizations with the insights needed to navigate complex financial landscapes.

The platform serves a diverse client base, ranging from single family offices to large multi-family offices, private banks, and wealth managers. Through its strategic partnerships and integrations with various industry leaders, OneStream ensures seamless interoperability and data connectivity across different financial systems.

Technically, OneStream offers a cloud-based architecture that provides scalability, security, and ease of access. This cloud infrastructure supports extensive integration options, enabling clients to connect with a variety of financial data sources and third-party applications. The platform's API availability and adherence to integration standards ensure that it can be tailored to meet the specific needs of any organization.